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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,399 | $175,231-90.6% | $149,696-89.0% | $139,466-88.2% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.3pp | 80.3%+13.8pp |
| Annual return | 95.43% | 166.77%-71.3pp | 134.46%-39.0pp | 373.66%-278.2pp |
| Employer contribution / active EE | $1,752 | $5,478-68.0% | $4,821-63.7% | $4,754-63.2% |
| Participant deferral / active EE | $802 | $6,521-87.7% | $5,682-85.9% | $6,712-88.1% |
| Admin fee / account holder | $1,084 | $16,155-93.3% | $13,212-91.8% | $11,409-90.5% |